Step 4: Add Demandbase Fields to Salesforce

  • Updated

Context

The Demandbase ABM Package adds a number of custom fields that you can add to standard Page Layouts within Salesforce. 

Our integration is very light-weight. We have a small AppExchange package that helps set up our lead to account matching and provides the custom fields we'll write your engagement data to. Out-of-the-box, we only write to fields created by our App Package. You can add these fields to your page layouts as you see fit. 

For any fields that are not part of the Salesforce Package, create corresponding Account/Lead/Contact fields in Salesforce. See Create Custom Fields in Salesforce.

Prerequisites

  • You must have Admin privileges within your Salesforce Environment. 
  • Install our latest AppExchange Package: Salesforce AppExchange: Demandbase (ABX Cloud) Package.
    Important: Even if you already had the Demandbase package installed, you'll need the latest version to access all of the components. When you log in to Salesforce and check out the AppExchange listing, it will tell you what version you have and what the latest version is.

Steps

  1. Log in to Salesforce as an Admin user.
  2. Click on Setup in the upper right corner.
  3. In the left navigation area, quick search for Customize (Salesforce Classic) or Object Manager (Salesforce Lightning) and choose the object you'd like to add fields to. For example, Leads.
  4. Expand the Object, click on Page Layouts. 
  5. Click on the Page Layout you want to add Demandbase fields.
  6. In the Page Layout area you can see the available fields for your object. When you mouse over each field, you can see that Demandbase field names begin with "engagio."
    Important: Currently the name of this data package is Engagio but will be changed to Demandbase in the near future.
  7. Drag each desired Demandbase field anywhere in the Object information area.
    Optional: Create a new Section on the Page Layout by dragging the Section field into the page. You can then add Demandbase fields to that section.
    image-3.png
  8. Click Save.
  9. Repeat these steps to add Demandbase fields to the Account and Contact Page Layouts.

Outcome

The newly added fields do not populate with Matched Account data until Demandbase has synchronized with Salesforce. The initial data sync may take 2-3 nights. You can monitor the progress in Demandbase at Settings > System Monitoring > Data Sync Status.

 

Add Matched Lead Related List to Accounts

In Salesforce, go to Account Page Layouts. Click Related Lists and select Demandbase Matched Leads. Drag just above or below the Contacts list so that you can view the Account's Contacts and Demandbase Matched Leads at a glance.
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Outcome

These fields will populate during Demandbase's sync, which may take take 2-3 nights for the initial sync. You can monitor the progress in Demandbase at Settings > System Monitoring > Data Sync Status.

 

List of Fields to Add for Each Object

Accounts

Field  API Name Field Type Definition

Recommendation

Number of People
engagio__NumberOfPeople__c
Number Number of known leads & contacts that have been matched to the Account Must Have
Engaged People
engagio__EngagedPeople__c
Number

Number of  people that have engagement activity in the last 90 days (known and anonymous)

*Anonymous people are merged into one person record

eg. 10 known+5 anonymous=11

Must Have
First Engagement  Date
engagio__FirstEngagementDate__c
Date/Time Date of first engagement activity Good to have
Engagement Minutes  (3 mo.)
engagio__EngagementMinutesLast3Months__c
Number Sum of engagement minutes in the last 3 Months   Must Have
Engagement Minutes  (7 days)
engagio__EngagementMinutesLast7Days__c
Number Sum of engagement minutes in the last 7 days  Must Have
Demandbase Journey  Stage (was  Demandbase Status)
engagio__Status__c
Text Journey Stage of account Must Have
MQA Date
engagio__MQADate__c
Date/Time Date account entered MQA Journey Stage Good to have
High Intent  Engagement Mins (1  mo.)
engagio__IntentMinutesLast30Days__c
Number Sum of High Intent engagement minutes in the last 1 month Good to have
High Intent Keywords
engagio__HighIntentKeywords_longtext__c
Text Keywords showing high intent Must Have
Competitive Intent Keywords
engagio__Competitive_Intent_Keywords_longtext__c
Text Keywords showing competitive intent Must Have
Web Traffic (3 mo.)
engagio__WebVisitsLast3Months__c
Number Number of page visits in the last 3 months (known and anonymous)  Good to have
Top Web Traffic URL  (14 days)
engagio__Top_Web_Traffic_URLs__c
Text Top visited web page in the last 3 months Must Have
Pipeline Predict Score
engagio__pipeline_predict_score__c
Number Predictive Score assigned to the account based on how likely an account is to becoming an opportunity in the next 30 days Must Have
Qualification Score
engagio__qualification_score__c
Number Qualification Score assigned to the account based on how likely an account is to ever become a customer Must Have

Contacts

Field  API Name Field Type Definition

Recommendation

Department
engagio__Department__c
Text Department of contact based on Salesforce title field. Check this mapping Good to have
Role
engagio__Role__c
Text Role of contact based on Salesforce title field. Check this mapping Good to have
First Engagement Date
engagio__FirstEngagementDate__c
Date/Time Date of first engagement activity from the contact Must Have
Engagement Minutes (7 days)
engagio__EngagementMinutesLast7Days__c
Number Sum of engagement minutes in the last 7 days for the contact Must Have
Engagement Minutes (3 mo.)
engagio__EngagementMinutesLast3Months__c
Number Sum of engagement minutes in the last 3 months for the contact Must Have
High Intent  Engagement Mins (1  mo.)
engagio__IntentMinutesLast30Days__c
Number Sum of High Intent engagement minutes in the last 1 month for the matched account Good to have

Leads

Field  API Name Field Type Definition Recommendation
Department
engagio__Department__c
Text Department of lead based on Salesforce title field. Check this mapping Good to have
Role
engagio__Role__c
Text Role of lead based on Salesforce title field. Check this mapping Good to have
First  Engagement  Date
engagio__FirstEngagementDate__c
Date/Time Date of first engagement activity from the lead Must Have
Engagement  Minutes (7 days)
engagio__EngagementMinutesLast7Days__c
Number Sum of engagement minutes in the last 7 days for the lead  Must Have
Engagement  Minutes (3 mo.)
engagio__EngagementMinutesLast3Months__c
Number Sum of engagement minutes in the last 3 months for the lead  Must Have
High Intent  Engagement  Mins (1 mo.)
engagio__IntentMinutesLast30Days__c
Number Sum of High Intent engagement minutes in the last 1 month for the matched account Good to have
Matched Account
engagio__Matched_Account__c
 Account Account the lead has been matched to based on DB Lead to Account matching algorithm Must Have
Matched Account  Annual Revenue
engagio__Matched_Account_Annual_Revenue__c
 Currency Revenue of the matched account Good to have
Matched Account  Employees
engagio__Matched_Account_Employees__c
 Number Employee Count of the matched account  Good to have
Matched Account  Engagement  Mins (3 mo.)
engagio__Matched_Account_EngageMinsLast3Months__c
Number Sum of engagement minutes in the last 3 months for the matched account Must Have
Matched Account  Engagement  Mins (7 days)
engagio__Matched_Account_EngageMinsLast7Days__c
Number Sum of engagement minutes in the last 7 days for the matched account Must Have
Matched Account  Demandbase  Journey Stage (was Matched  Account  Demandbase  Status)
engagio__Matched_Account_Engagio_Status__c
Text Journey Stage of matched account Must Have
Matched Account HQ State
engagio__Matched_Account_HQ_State__c
Text HQ State of matched account  Must Have
Matched Account Industry
engagio__Matched_Account_Industry__c
Text Industry of matched account  Must Have
Matched Account  Name
engagio__Matched_Account_Name__c
Text Name of matched account Must Have
Matched Account  Owner Name
engagio__Matched_Account_Owner_Name__c
Text Owner of matched account  Good to have
Matched Account  Type
engagio__Matched_Account_Type__c
Text Account Type of matched account  Good to have
Match Time
engagio__Match_Time__c
Date/Time Date and Time lead was matched to account in Demandbase Good to have

 

Next Steps

See Step 5: Add Native Demandbase Charts to Salesforce (Visualforce)

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